See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $8,963 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,384 | $64,286+87.3% | $90,951+32.4% | $73,409+64.0% |
| Participation rate | 93.0% | 63.6%+29.4pp | 69.0%+24.0pp | 72.2%+20.8pp |
| Annual return | 9.58% | 21.45%-11.9pp | 134.60%-125.0pp | 59.29%-49.7pp |
| Employer contribution / active EE | $3,472 | $895+288.1% | $2,122+63.6% | $2,234+55.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $13 | $287-95.4% | $5,959-99.8% | $158-91.7% |